+41.1%
JBHT vs BOXX
+4.1%
+37.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +7.0% | 0.0% | +7.0% | +7.0% |
| 30D | +0.5% | +0.4% | +0.1% | -0.1% |
| 3M | -17.4% | +1.0% | -18.4% | -20.2% |
| 6M | -1.7% | +2.0% | -3.7% | -10.7% |
| YTD | +20.7% | +3.4% | +17.3% | -2.3% |
| 1Y | +41.1% | +4.1% | +37.0% | +7.8% |
| All | +41.1% | +4.1% | +37.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BOXX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling